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Palantir (PLTR) posted record Q2 2026 results—93% revenue growth, raised guidance, and strong commercial/government demand—reinforcing bullish sentiment for AI-driven enterprise software and boosting…
Palantir (PLTR) surged 16% after blowout Q2 earnings, raised FY2026 guidance to $8.15B, and got a Deutsche Bank upgrade to Buy. Move is single-stock, not spreading to AI peers or broader indices.
Microsoft and OpenAI revised their Defense Department AI contract after backlash over surveillance concerns, highlighting scrutiny over military AI use and competitive dynamics with rival Anthropic.
Amazon announces a $50 billion investment to expand AI and HPC infrastructure for US government clients, enhancing AWS capabilities and securing a leadership position in cloud AI and data-center capa…